Latest Institutional Purchases of Salesforce, Inc. (CRM)

CRM Quotes by TradingView

This list provides information on the latest institutional transactions involving Salesforce, Inc. (CRM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Oct 23, 2024 Q3 2024
Heritage Oak Wealth Advisors LLC

Santa Rosa Beach, FL
BUY
 -
1.18K
New
$281K - $326K
1.18K $307K
Oct 31, 2024 Q3 2024
Blake Schutter Theil Wealth Advisors, LLC

Dayton, OH
BUY
 -
1.13K
New
$270K - $313K
1.13K $294K
Nov 13, 2024 Q3 2024
Bramshill Investments, LLC

Naples, FL
BUY
 -
1.1K
New
$262K - $304K
1.1K $286K
Nov 01, 2024 Q3 2024
Shoker Investment Counsel, Inc.

Oxford, OH
BUY
 -
1.09K
New
$260K - $302K
1.09K $284K
Nov 05, 2024 Q3 2024
D'Orazio & Associates, Inc.

Falls Church, VA
BUY
 CALL
1K
New
$238K - $277K
1K $260K
Oct 10, 2024 Q3 2024
Oak Hill Wealth Advisors, LLC

Lansdowne, VA
BUY
 PUT
992
New
$237K - $274K
992 $258K
Oct 16, 2024 Q3 2024
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
936
+ 111.96%
$223K - $259K
1.77K $461K
Nov 15, 2024 Q3 2024
Wilson & Boucher Capital Management, LLC

BUY
 -
850
+ 64.15%
$203K - $235K
2.18K $565K
Nov 01, 2024 Q3 2024
Source Financial Advisors LLC

New York, NY
BUY
 -
812
New
$194K - $225K
812 $211K
Oct 07, 2024 Q3 2024
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
799
New
$190K - $221K
799 $208K
Nov 13, 2024 Q3 2024
Thrive Capital Management, LLC

Fort Washington, PA
BUY
 -
767
New
$183K - $212K
767 $199K
Nov 13, 2024 Q3 2024
Mitchell Sinkler & Starr

BUY
 -
765
New
$182K - $212K
765 $199K
Oct 22, 2024 Q3 2024
Sol Capital Management CO

BUY
 -
764
New
$182K - $211K
764 $199K
Oct 10, 2024 Q3 2024
Exchange Bank

Santa Rosa, CA
BUY
 -
764
New
$182K - $211K
764 $199K
Oct 23, 2024 Q3 2024
Burke & Herbert Bank & Trust CO

BUY
 -
749
New
$179K - $207K
749 $195K
Oct 31, 2024 Q3 2024
Rhs Financial, LLC

BUY
 -
748
New
$178K - $207K
748 $194K
Nov 15, 2024 Q3 2024
Hamilton Capital, LLC

Columbus, OH
BUY
 -
724
New
$173K - $200K
724 $188K
Oct 29, 2024 Q3 2024
Westbourne Investment Advisors, Inc.

BUY
 -
714
+ 3.45%
$170K - $197K
21.4K $5.56M
Oct 11, 2024 Q3 2024
Paladin Wealth, LLC

Arden Hills, MN
BUY
 -
582
New
$139K - $161K
582 $151K
Nov 14, 2024 Q3 2024
Laurion Capital Management LP

New York, NY
BUY
 -
566
New
$135K - $157K
566 $147K
Nov 05, 2024 Q3 2024
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
537
New
$128K - $148K
537 $140K
Nov 13, 2024 Q3 2024
Canton Hathaway, LLC

BUY
 -
500
+ 45.96%
$119K - $138K
1.59K $413K
Nov 04, 2024 Q3 2024
Copperwynd Financial, LLC

BUY
 -
444
+ 13.89%
$106K - $123K
3.64K $946K
Nov 14, 2024 Q3 2024
Gateway Advisory, LLC

Westfield, NJ
BUY
 -
332
+ 1.94%
$79.2K - $91.8K
17.5K $4.54M
Oct 21, 2024 Q3 2024
Northwest Investment Counselors, LLC

BUY
 -
298
New
$71K - $82.4K
298 $77.4K
Oct 28, 2024 Q3 2024
Reston Wealth Management LLC

BUY
 -
284
New
$67.7K - $78.5K
284 $73.8K
Nov 01, 2024 Q3 2024
Pegasus Partners Ltd.

Mequon, WI
BUY
 -
270
+ 13.49%
$64.4K - $74.7K
2.27K $590K
Oct 21, 2024 Q3 2024
Banque Pictet & Cie Sa

BUY
 PUT
255
New
$60.8K - $70.5K
255 $66.3K
Nov 13, 2024 Q3 2024
Cito Capital Group, LLC

Miami, FL
BUY
 -
250
+ 3.45%
$59.6K - $69.1K
7.5K $1.95M
Nov 06, 2024 Q3 2024
Turtle Creek Wealth Advisors, LLC

Dallas, TX
BUY
 -
230
+ 20.61%
$54.8K - $63.6K
1.35K $350K
Nov 14, 2024 Q3 2024
Alera Investment Advisors, LLC

BUY
 -
213
+ 9.75%
$50.8K - $58.9K
2.4K $623K
Nov 14, 2024 Q3 2024
Lombard Odier Asset Management (Europe) LTD

London, X0
BUY
 -
204
+ 0.89%
$48.6K - $56.4K
23K $5.98M
Oct 18, 2024 Q3 2024
Cedrus LLC

Littleton, CO
BUY
 -
157
+ 8.1%
$37.4K - $43.4K
2.1K $545K
Oct 15, 2024 Q3 2024
Baldwin Brothers LLC

BUY
 -
141
+ 62.11%
$33.6K - $39K
368 $95.6K
Oct 18, 2024 Q3 2024
Granite Fo LLC

Bedford, NH
BUY
 -
103
New
$24.6K - $28.5K
103 $26.8K
Oct 07, 2024 Q3 2024
Axiom Advisory, LLC

San Diego, CA
BUY
 -
96
+ 1.55%
$22.9K - $26.5K
6.27K $1.63M
Oct 16, 2024 Q3 2024
Annapolis Financial Services, LLC

BUY
 -
80
+ 135.59%
$19.1K - $22.1K
139 $36.1K
Nov 06, 2024 Q3 2024
Peterson Financial Group, Inc.

BUY
 -
75
New
$17.9K - $20.7K
75 $19.5K
Oct 16, 2024 Q3 2024
Indiana Trust & Investment Management CO

BUY
 -
74
+ 6.83%
$17.6K - $20.5K
1.16K $301K
Oct 02, 2024 Q3 2024
Weybosset Research & Management LLC

BUY
 -
70
+ 6.97%
$16.7K - $19.4K
1.08K $279K
Oct 10, 2024 Q3 2024
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
65
+ 7.84%
$15.5K - $18K
894 $232K
Nov 07, 2024 Q3 2024
Globalt Investments LLC / Ga

Atlanta, GA
BUY
 -
48
+ 3.78%
$11.4K - $13.3K
1.32K $343K
Nov 06, 2024 Q3 2024
Hbc Financial Services, Pllc

BUY
 -
43
New
$10.3K - $11.9K
43 $11.2K
Oct 17, 2024 Q3 2024
Uncommon Cents Investing LLC

BUY
 -
42
New
$10K - $11.6K
42 $10.9K
Nov 04, 2024 Q3 2024
Seed Wealth Management, Inc.

Evanston, IL
BUY
 -
35
+ 0.96%
$8.34K - $9.68K
3.69K $958K
Nov 13, 2024 Q3 2024
Diversified, LLC

BUY
 -
25
+ 2.77%
$5.96K - $6.91K
929 $241K
Oct 29, 2024 Q3 2024
Carmichael Hill & Associates, Inc.

BUY
 -
25
+ 104.17%
$5.96K - $6.91K
49 $12.7K
Oct 25, 2024 Q3 2024
Voisard Asset Management Group, Inc.

Grand Rapids, MI
BUY
 -
24
+ 34.78%
$5.72K - $6.64K
93 $24.2K
Oct 31, 2024 Q3 2024
Claris Advisors, LLC

BUY
 -
18
New
$4.29K - $4.98K
18 $4.68K

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